Wealth Management Consultant
I am a qualified financial adviser, achieving a long-standing ambition. Stephen and Lisa are close family friends and in turn Smith Eliot have looked after my family’s financial matters for many years. I’m excited to have been given the opportunity to work with them, especially after seeing how well the company works together as a team and experiencing the company’s ethos; how much they care for their clients.
In my work before finance, I had my own electrical contracting business and successfully ran it for 10 years before making the move to Smith Eliot. Client relationships are very important to me, I established a trusted client base many of whom have already dealt with me in my new line of work.
Stepping into the world of wealth management with Smith Eliot and St. James’s Place gives me great confidence that I can offer my clients the highest, expert quality face-to-face service which in turn gives financial peace of mind to both individuals and business alike.
The areas I specialise in are:
35 Market Place
Oakham
Rutland
LE15 6DT
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Smith Eliot Financial Management Ltd is registered in England and Wales, Number 6881752. Registered Office: Suite 18, Unit 16 A, Oakham Enterprise Park, Rutland, LE15 7TU